Honours in Investment Management • Working towards CFP would be beneficial. • No work experience is required
Honours in Investment Management • Working towards CFP would be beneficial. • No work experience is required
postgraduate qualification (or studying towards) such as CFP or CFA advantageous. 2-3 years of relevant experience
postgraduate qualification (or studying towards) such as CFP or CFA advantageous. 2-3 years of relevant experience
Planning/Wealth Management experience Bachelor's degree CFP advantageous RE 5
Planning/Wealth Management experience Bachelor's degree CFP advantageous RE 5
and other tools proficient RE5 Class of business CFP / Full industry related qualification Reliable vehicle
and other tools proficient RE5 Class of business CFP / Full industry related qualification Reliable vehicle
academy - continuous training (Wealth Management up to CFP, subject to qualifying criteria) Back Office and
minimum of 4 years' experience working as an Analyst. CFP or CFA is highly advantageous. Due to the clients